CenTrax NEXT FAQ

 

FAQ

We know that understanding your comprehensive compliance software is critical – so, when you have a question, we have the answers you need. Check out our Frequently Asked Questions below for insights including File Name requirements, filtering loans with a Reportable Rate Spread, and even Mapping techniques.

Banks & Files

What are the File Name requirements in File Manager?

There are no File Name requirements in File Manager. 

In File Manager, what does the “Year” represent?

The Edit Year of the file tells the system which census data to use during geocode and the creation of maps, which CRA & HMDA edits apply and which demographic information to use when calculating borrower income levels.

Data Collection & Importing

What is the Lookup Manager?

The Lookup Manager is used to set up the translation between the original data, which is usually a code, and a longer more useful description.  Some examples are Compensating Factors, Purpose codes, and User Denial Reasons. 

What is a UDF?

UDFs (User Defined Fields) are institutionspecific customized fields used to bring or hold data where a standard CenTrax field is not provided.  UDFs can be numeric, characterdate or logical format.

Can I change my UDFs?

Yes, UDFs can be changed in Settings/UDFs.  It is best to keep your Bank Configuration updated and to create files with consistent UDF information.   Before initiating any changes, however, discuss with Marquis support due to the impact this will have on your data.  

Why can’t I type an “NA” in the income, rate spread or MSA fields as is required for the HMDA LAR?

 The income and rate spread are numeric fields that do not allow letters, however, each of these fields may be identified as “NA” by clicking their respective checkboxes within Data Entry.  All of these fields are automatically populated with “NA” as required when you create the HMDA LAR.  

How is Loan Term calculated in CenTrax NEXT?

CenTrax NEXT does not calculate loan term. You must import the term information.  

What is the difference between the Account Number and the ULI/NULI?

The Account Number is required for all records as part of the CRA LR Micro-Data and any other records outside of HMDA The ULI/NULI is an alphanumeric identifier assigned to each loan for which data must be reported under HMDA. 

Does CenTrax NEXT provide an audit trail?

CenTrax NEXT provides the User Audit report, which displays a list of all User and user related information, such as last login and when the password was most recently changed.  Features such as import definitions, filters and assessment areas in CenTrax NEXT capture the Last Used Date, but do not show who used the feature or how it was used. Individual records in your data file contain the Entry Date (when the record was added to the file), and the Maintenance Date (last time the record was modified in any way).  While this only shows the last activity, we do not capture all activity for each data field at the record level.

Can I manually enter a record?

Yes, you can manually enter a record by navigating to Data Entry/Add New. Within the new record, enter the transaction information and click save.  

How do I locate a specific record?

Use the Quick search tool (magnifying glass), located within Discovery or Data Entry. When using the tool, enter in any combination of the ULI, Account Number, Name, or Address. Fast Filters or Three Step filters (within Discovery or Data Entry) may also be used to locate a specific record.

What does the “Validate” button do?

The Validate feature, located at the bottom of every record in Data Entry, allows you to check your data for Validity, Syntactical, Quality and CenTrax edits and to check the geocode for this record.

What does the “ReplacePro” tool do?

Located within Data Processing/Data Pro, ReplacePro tool is useful for changing the value of a field once it is part of the CenTrax NEXT data file. For example, if you import your data but are unable to collect certain fields, you may be able to populate the data with a Replace command. You can also use Replace commands to move data from one field to another.

Can I undo a ReplacePro command?

No, there is no undo for the ReplacePro command. Be very careful and call for assistance if you are not sure!

What does Update Derived Fields do?

Update Derived Fields allows you to update derived data (such as demographic data) or recalculate data (such as rate spread) after it was initially collected, or to fill in any data gaps if the information was not brought over during the import process.  

Should my Import Definition be year-specific?

No, your Import Definitions should be specific to the source system and the layout of the file, not the year.

How do I import a CRA/HMDA Submission file?

From the Data Processing tab, choose Data Pro.  From the left-hand menu, select Import and choose submission file.   

What file types can CenTrax NEXT import?

CenTrax NEXT can accept five file formats: Fixed Width, Delimited, Excel, Submission File, and CenTrax File.  

Where can I find a list of available fields in CenTrax NEXT?

For more information on available fields, click here.

Do the fields in my import file need to be in a certain order?

No, your import file can be in any order. You will simply tell CenTrax NEXT where to look for the individual fields during the Import Definition process.  Once the order is established, it should remain the same moving forward.

What is a Header Row?

A Header Row is a descriptive row at the top of an extract file from another system. This optional row is strongly recommended in Delimited and Excel format files. 

Can I collect non-reportable fields or data in CenTrax NEXT?

Yes, you can collect non-reportable fields in CenTrax NEXT. You can also collect any records that you wish whether they are reportable or not, such as consumer loans and deposit data. 

I want to import both Front-End and Back-End DTI (Debt-to-Income). Can I import both?

Yes, one can be imported directly to the DTI field and the other can be placed in a User Defined Field. 

What is a Data System ID?

The Data System ID is a letter code which identifies where your data was imported from (such as LaserPro). The Data System ID can be found within the CRA tab of all records in Data Entry.

What constitutes a Duplicate Account Number?

A Duplicate Account Number is when you have two or more records with identical Account Numbers.  

What is Data Conversion?

Data Conversion allows you to replace a specified character string/value with another value during the import process.  For example, a small business loan should have a code of 01 for CRA Type. If the file contains a designation of “SMALL BUSINESS” instead, Data Conversion can change the SMALL BUSINESS to 01 during the import process.    

What information can be converted in Data Conversion?

Most (but not all) character fields can be modified using Data Conversion. Date and numeric fields will be formatted during the import routine and cannot be converted. You cannot convert an incoming blank value using Data Conversion but this can be accomplished using Replace commands.

What is DataPro?

DataPro is a collection of functions that can be run independently or together. This tool helps to streamline many of the processes in your data collection efforts. 

How can I delete records within a file?

Records may deleted within a file in several ways: 

Within Data Entry, select the record from the grid and choose Delete from the menu.  Or, select the record from the grid and choose the delete button at the top of the screen. This marks the record for deletion.  To permanently remove records marked for deletion, you’ll need to purge the deleted records within File Manager. 

Within Data Processing/Data Pro, a DeletePro template may be set up, to delete multiple records at a time. 

How can I remove records that have been marked for deletion?

To permanently remove records marked for deletion, you’ll need to purge the deleted records within File Manager.  To purge the records marked for deletion, click the Purge button, located at the bottom of the File Manager page.  Click YES to the prompt.  Be careful when using this, there’s no way to undo this function. 

Can I recall deleted records?

Records marked for deletion can be recalled within Settings/File manager.  Alternatively, records may also be restored within Data Entry, by clicking the Restore button, then selecting the desired record to restore.  Click the desired record from the list, then click Restore again.

Can I use a filter to locate deleted records?

No, to locate and recall any records which have been unintentionally deleted, click the Recall button within the File Manager.  

What is a Syntactical Edit?

These edits check whether the loan/application register is in the correct format and whether the data covers the correct filing year. A syntactical edit occurs, for example, if none of the rows in the loan/application register begin with the number two (2) to indicate that the following data fields contain information relating to the reported loan or application. The loan/application register cannot be submitted until the filer corrects all syntactical edit errors and reuploads the updated loan/application register to the HMDA Platform. These edits are rare in CenTrax NEXT. They prevent your data from being uploaded after submission. If you have a Syntactical edit, you must correct it for both HMDA and CRA.

What is a CenTrax Edit?

These edits are written by Marquis and are specific to how the software operates. Some will need to be corrected; some will need to be verified.  

What is a Validity Edit?

Validity Edits are edits that check whether there are valid values in each data field. A validity edit occurs, for example, if the contact person’s telephone number does not follow the format “999-999-9999.” The loan/application register cannot be submitted until the filer corrects all validity edit errors and reuploads the updated loan/application register to the HMDA Platform. Additionally, you must correct validity edits within your CRA LR prior to submission to the FFIEC. Validity edits represent factual errors. The field is either blank or conflicts with the data in another field. For example, HOEPA only applies to loans that are funded, so if you say a denied application is subject to HOEPA, you will get a validity edit. 

What is a Quality Edit?

These edits show you information that is statistically unusual. These edits check whether entries in the individual data fields or combinations of data fields conform to expected values. The loan/application register cannot be submitted until the filer either confirms the accuracy of all values flagged by quality edits in the CFPB HMDA Platform or corrects the flagged values and reuploads the updated loan/application register to the CFPB HMDA Platform. CRA records should not be submitted with any outstanding edits

Rate Spread

What information is required for CenTrax NEXT to calculate Rate Spread?

To calculate the Rate Spread, CenTrax NEXT must have the following information: Term/Introductory Rate Term, APR, Rate Lock Date, and the Fixed / Variable Rate indicator. If any of these fields are blank or invalid, the spread will not calculate. 

What does Spread Source represent?

The Spread Source designation (displayed for every record in Data Entry) indicates where the spread came from. For example, was it manually entered, imported or did CenTrax NEXT calculate it?

What does the source “Permanent” mean for Rate Spread?

When the Spread Source is set to Permanent, it indicates that the user agrees with the spread and it will not be recalculated by CenTrax NEXT or allowed to be overwritten during data collection or importing.

How often is the Rate Table updated?

The Rate Table is updated weekly but CenTrax NEXT checks for an updated table each time you log into CenTrax NEXT. 

When should I check the “Not Reg Z” box?

You should check the “Not Reg Z” box when a record is not subject to the Reg Z requirements. CenTrax NEXT cannot determine whether a record is subject to these rules, it can only bring to your attention the possibility that these rules may or may not apply based on validity and quality edits.

Geocode

What does Geocode Source represent?

The Geocode Source indicates where the geocode came from. For example, was it manually entered, imported or did CenTrax NEXT geocode it?  

What does the source “Permanent” mean for Geocode?

A geocode source of “Permanent allows CenTrax NEXT to skip past this record, and not attempt to Geocode it again.  A designation of Permanent also means that CenTrax NEXT will not attempt to overwrite during import.  This should only be used if the geocode has been verified as correct, or obtained from an outside source and documentation is available to prove accuracy. 

Can I import geocode?

Yes, you can import geocode information provided it is included on your extract and the fields are mapped on the import definition.

How is demographic information assigned?

When records are geocoded by CenTrax NEXT the demographic information is automatically applied at the time the geocode is applied. When geocode is imported, demographic information is added for all records with valid geocode for the year of the active file. Borrower Income levels require that the record contain both a valid geocode and an annual income. 

What is the purpose of the manual geocode feature?

The manual geocoder will allow you to try and obtain a valid geocode where CenTrax NEXT was unable to automatically geocode the record.

What options do I have if my addresses will not geocode in CenTrax NEXT or on the FFIEC website?

Your best option would be to locate the address using a mapping site such as Google Maps, Google Earth, or MapQuest and then match that to the maps in FFIEC to determine the geocode information.

If my address is outside of an MSA, should I enter 99999 as the MSA?

No, if your address is located outside of an MSA, the MSA field should be blank.

What is the difference between a geocode error and a geocode exception?

A geocode exception is when an address cannot be geocoded based on the address provided. A geocode error indicates that the geocode combination (state/county/tract/MSA) entered in CenTrax NEXT is not a possible combination for the year of the active data file.

Assessment Areas

What is the difference between a Tract Group and an Assessment Area?

Assessment Areas are reported on your CRA LR and will be the area on which your examiner will rate your institution. Tract Groups are not reported, therefore they can be anything you want. They are created the same way and you distinguish one from the other by checking the Reportable CRA Assessment Area box on the setup form. 

Should I check the Reportable CRA Assessment Area box when I create a combined Assessment Area?

You should only check the Reportable CRA Assessment Area box if you want to designate this Assessment Area as CRA reportable.  This then generates an Area ID, which is used to identify duplicate geographies.  Be advised that combined Assessment Areas do not meet the regulatory definition as they consist of multiple Assessment Areas. These should be created as Tract Groups and be used for analytical purposes only.

Submission & Resubmission

How do I resubmit a HMDA or CRA file?

Resubmission files are created in the same way as a submission file. There is no difference in the process. Please refer to the HMDA/CRA Submission Procedure documents, located at the bottom of the e-learning resource page of the client portal for instructions. Or, contact Technical Support for assistance as needed.

Why do I need the FFIEC software (CRA) and CFPB HMDA Platform (HMDA) to do the submission?

The FFIEC software is required for the encryption and submission of the CRA LR. The CFPB HMDA Platform is required for validation of any remaining edits and submission of the HMDA LAR.

What if my CenTrax NEXT reports do not match the edits on the CFPB Platform or reports within FFIEC software for CRA?

You should contact CenTrax NEXT Support or your Client Relationship Manager. Our support team will discuss the differences with you and assist in troubleshooting your items.

How do I create the files my examiner is requesting for the CRA or Fair Lending Exam?

Use the filing wizard to create the HMDA LAR or CRA LR file.  For a CRA file, within the Micro Data section, select the option Include with LR Data.  Full instructions for HMDA & CRA filing are located within the CenTrax NEXT processes and procedure help page of the Client Portal. Scroll down to the bottom of the page, and utilize either the HMDA Submission Procedures or the CRA Submission Procedures resource.

Reports & Analysis

Can I export loan data from CenTrax NEXT?

Yes, CenTrax NEXT files can be exported through the use of ExportPro, located within Data Processing.  A variety of formats are available for export including fixed-lengthdelimited and Excel. 

Can I export reports from CenTrax NEXT to Excel?

Yes, most reports can be exported into an Excel Spreadsheet. 

What are the best reports to run for Demographics?

There are several reports available to answer a variety of questions, but we would start with the Demographic Summary Report and the Demographic Summary by Tract Category Income/Minority Level Report.  

What reports should I run prior to a CRA Exam?

There are a number of reports available to help you prepare for your CRA exam but we would start with the Exam Tables (iDiscovery/Reporting/Exam Tables), the Tract Activity profile report, to identify gaps in lending (in Discovery/Reporting/Reports) and the Inside/Outside Summary for inside/outside of assessment area ratio (in Discovery/Reporting/CRA). Maps can also be helpful when preparing for a CRA exam.

What reports will give me general counts for the records in my file?

The best report for this is the File Summary Report, located in Discovery/Reporting/Reports.  

Can I pick a random sample in CenTrax NEXT?

Yes, CenTrax NEXT offers a random sampling tool called SampleProSamplePro creates a custom Excel spreadsheet containing fields you select.

How do I know who my peers are?

Determining the list is up to you and will likely involve reports both from CenTrax NEXT and from other sources such as the FDIC’s website (such as the Market Share of Deposits or summary information at the institution level). When determining who to include, you can take a variety of factors into consideration such as asset size, branch distribution, market area, strategic focus and regulatory agency. Some examiners will list the peers they used during the CRA Exam in your Public Evaluation. For Fair Lending, many regulators are using the Market Share report and considering any institution your peer if they have half your amount of lending to double your amount – regardless of other factors such as regulatory agency or size. Once you have a list of peers selected you can add them to CenTrax NEXT within Settings/Peer Groups/Add New.  Peer groups may also be added by selecting the checkbox for Create a New Peer Group within the HMDA Market share report, and within the Market Share tab of the CRA peer reports.  You can contact your account manager at Marquis for further guidance on selecting peer institutions.

Mapping

Can I create maps in CenTrax NEXT?

Yes, maps can be created within Discovery/Research.  Select the Output drop down menu in the upper right corner, and choose Map.  The Map option is enabled when a tract group filter is activated.  

Can I display my branches on my maps?

Yes, branches can be displayed on your maps.  Branches must first be set up within Settings/Organization/Branches and must include Latitude/Longitude information. When using the mapping tool, enable the Branch layer, and determine if you’d like to display branches within your designated assessment area only, or if you’d like to display all branches.  

Can I change the colors/symbols/fonts on my map in CenTrax NEXT?

Yes, font color and font size may be modified within various layers.  Symbols may be changed within the symbols layer. 

How do I add roads to my maps in CenTrax NEXT?

Turn on the Roads layer in CenTrax NEXT.

Fair Lending

What are the best reports for Fair Lending?

Within the Fair Lending reports category, a number of reports are available to answer a variety of questions, but we would start with Action Code Summary for underwriting (within Discovery-Reporting) and the Pricing Snapshot Report for total overview of the potential application disparity for underwriting and pricing for prohibited basis groups. You may always contact your Relationship Manager to discuss Fair Lending monitoring opportunities.

How is the LTV (Loan-to-Value) calculated in CenTrax NEXT?

LTV is not calculated by CenTrax NEXT, but you can import the field.

What is a Compensating Factor?

A compensating factor describes why you did not follow the bank policy regarding underwriting or pricing. For example, if a borrower would have been declined based on their credit information but they were approved because of a longstanding relationship with your institution that would be a compensating factor. You can collect up to 3 reasons per record. This field is maintained within Settings/Lookup Manager/Compensating factor Codes.  Your institution may refer to these as “override codes”. 

What is a Matched Pair?

A Matched Pair is an applicant that is similarly situated to one or more other applicants based on a set of field tolerances. For example, you may want to locate originated customers and compare them to declined applicants whose credits scores are within 10 points of each other.  

Is Matched Pair testing the same as a Comparative File Review?

Essentially, yes. Matched Pairs are targeted using specific criteria you define in the system while sometimes Comparative File Reviews may rely on less specific samples of data.

Can you do a Fair Lending analysis with just HMDA data?

Yes. You can calculate disparities for underwriting and pricing and compare levels of assistance for race, gender, ethnicity, income and other demographic and applicant factors. 

What does the term “Control” mean?

Control is the baseline criteria for which to compare all other applicants. This will generally include non-minorities, males and those applicants living in higher income and/or low minority areas. 

What does the term “Target” mean?

These are the applicants to whom you are comparing the Control applicant. This will generally include minorities, females and those applicants living in lower-income and/or high-minority areas.

What is Joint Race?

Joint Race takes into consideration all 5 race fields selected by both borrowers on a HMDA record. For more information, click here

Is Joint Race different from Applicant Race?

Yes, Joint Race considers all race selections of both borrowers while applicant race is just the race of the individual applicant.  

Will CenTrax NEXT assign an ethnicity or gender Proxy?

If you have the Fair Lending features then you can optionally have CenTrax NEXT assign a value for ethnicity and/or gender based on the name of the applicant. Ethnicity indicates whether the surname of the applicant is Hispanic/Latino and Gender indicates whether the first name is considered male or female. This is prediction and you should use this information with that in mind.

Why do the names Chris, Kelly, Pat, etc. not find a match when running the Gender proxy?

If a name is common to both males and females the system will not assign it to either. Sometimes the spelling will cause a name to proxy – Kelli and Kellie will proxy as female but Kelly does not proxy. Using the long form of the name is also an option.  For example, Patricia and Patrick both proxy but Pat does not; Christina and Christopher do, Chris does not. 

I noticed that the proxy for a borrower is wrong. I know that borrower and they are not what it says they are. Should I change it?

Marquis does not recommend you modify either the record or the information in the system based on your personal knowledge of a single borrower. For example, the system will proxy Logan as a first name to male. If you know the Logan in question is female, we do not recommend you change the information. Your examiner will not know the borrower and cannot contact them to verify the information. Proxy information is a tool and is not expected to be 100% accurate.

General System, Security, Users and Misc.

How do I know what version of CenTrax NEXT I am on?

Click on the Support link located in the upper right-hand corner to display a page with current version and other information helpful to the Support Team.

Can I pass data between CenTrax NEXT and c/dTrax?

No, data cannot be passed between CenTrax and c/dTrax. 

I forgot my CenTrax NEXT password, how can I reset it?

For assistance resetting your password, first contact your system administrator.  Alternatively, contact [email protected] or call (800) 627-5388.   

What are the password requirements for CenTrax NEXT?

Your system administrator may define the desired password requirements for your institution within Administration/Permissions/Users.  Utilize the Password Settings button to define specific requirements, such as require uppercase character, require special character, etc.  

How often should I back up CenTrax NEXT?

We recommend that CenTrax NEXT should be backed up daily, or in accordance with your institution backup routines. 

Should CenTrax NEXT be included in my Disaster Recovery Plan?

Yes.

How long should I maintain data within CenTrax NEXT?

The data should be maintained on your system until after your institution has been examined on that year for CRA or until the Public File requirement for HMDA is reached. 

When is the Aggregate Data released?

The new Aggregate Data is typically released in the fall. 

What Consulting Services are available through Marquis?

We offer a large variety of consulting services.  For a description of the compliance professional services, click here. 

Community Development

Can I capture Community Development Loans in CenTrax NEXT?

Yes.  You may choose to enter your community development data as individual records in CenTrax NEXT, or enter them as a single line entry as you do in the FFIEC software. When entering these records into CenTrax NEXT, be sure to leave the CRA Type blank, set the CRA Qualified field to Yes and set the Community Development field to Yes, and enter a community development purpose.  You will also fill in the other required fields such as address, dates, amounts, etc.

Business Insights Help Resources Old – FAQ

 

FAQ

We know that understanding your robust Business Insights dashboard and reporting tool is critical – so when you have a question, we have the answers you need. Check out our Frequently Asked Questions below for insights ranging from extending logout periods, establishing access, and locating reports to place on dashboards.

Frequently Asked Questions

What browser should I be using to launch Business Insights?

Google Chrome

How can I determine the version of Business Insights I am currently viewing?

In Business Insights, click on the SUPPORT hyperlink shown in the upper right corner of the page and it will display the version as well as the support contact information.

What is the URL for my Business Insights?

The URL is unique to each institution as it is sitting behind your firewall. Reach out to your system admin to be provided the URL.

How do I provide access to Business Insights to a new user?

Reach out to your system admin at your institution to provide the URL for your system to the new user and to have a new user login created. If you are creating the user login, you’ll navigate to Administration/Permissions from the main menu and select the User sub-category.

Can I limit access to specific fields and functions for certain users?

Yes, administrators of the system can control access on an individual or group basis through roles. Business Insights provides four default roles, but customized roles can be created based on your institution’s needs.

Does my password expire?

Password requirements and settings are managed within the Administration/Permissions/Users page. If it is enabled, your passwords may require a password change within a certain number of days. Reach out to your system admin to learn of your institution’s Business Insights password requirements.

Can I change my password myself?

Yes, click on your name in the upper right corner of the page and then click Reset Password.

Can I edit fields?

Account, household and individual information brought over during the nightly update cannot be edited. If a data correction is needed, it must be made within ExecuTrax which will then get passed over into Business Insights.

Can I extend the automatic logout period?

Yes, both the operating system and the intranet server can be adjusted to allow longer periods of being logged in. For assistance in extending the time frame, please have your System Admin reach out to the Client Support team.

Why am I not seeing a specific dashboard in the drop-down list?

The Dashboards are based on assigned role so if a dashboard has been built for a role that is not assigned to you, it will not be displayed in the drop-down.

Why can I not see a report (within the dashboard element library list) to place on a dashboard?

In order for a report to be available for placement on a dashboard, it must be published within Administration/Reports/Dashboard Elements. When publishing, select all the roles for users that should have access to the report being published.

I saved a report and cannot locate it now. Where did the system place my saved report?

When a report is saved, it will be placed in your Institution folder. If a category was selected or created during the save, then the report will be placed within that category under your Institution folder.

How do I limit who will have access to a report that I saved?

When editing the design of the report, there is a menu for Access Rights. Establish the access rights to be applied to your users based on the role(s) within your organization.

How do I save a filter parameter selection in a report as the default selection moving forward?

Within the report, make the desired filter parameter selections and then choose “Save As”. Once the report is saved, it can be found within your Institution folder under Reporting. This report can also be published in order to be added to a Dashboard, if that is desired.

Business Insights FAQ

 

FAQ

We know that understanding your robust Business Insights dashboard and reporting tool is critical – so when you have a question, we have the answers you need. Check out our Frequently Asked Questions below for insights ranging from extending logout periods, establishing access, and locating reports to place on dashboards.

Frequently Asked Questions

What browser should I be using to launch Business Insights?

Google Chrome

How can I determine the version of Business Insights I am currently viewing?

In Business Insights, click on the SUPPORT hyperlink shown in the upper right corner of the page and it will display the version as well as the support contact information.

What is the URL for my Business Insights?

The URL is unique to each institution as it is sitting behind your firewall. Reach out to your system admin to be provided the URL.

How do I provide access to Business Insights to a new user?

Reach out to your system admin at your institution to provide the URL for your system to the new user and to have a new user login created. If you are creating the user login, you’ll navigate to Administration/Permissions from the main menu and select the User sub-category.

Can I limit access to specific fields and functions for certain users?

Yes, administrators of the system can control access on an individual or group basis through roles. Business Insights provides four default roles, but customized roles can be created based on your institution’s needs.

Does my password expire?

Password requirements and settings are managed within the Administration/Permissions/Users page. If it is enabled, your passwords may require a password change within a certain number of days. Reach out to your system admin to learn of your institution’s Business Insights password requirements.

Can I change my password myself?

Yes, click on your name in the upper right corner of the page and then click Reset Password.

Can I edit fields?

Account, household and individual information brought over during the nightly update cannot be edited. If a data correction is needed, it must be made within ExecuTrax which will then get passed over into Business Insights.

Can I extend the automatic logout period?

Yes, both the operating system and the intranet server can be adjusted to allow longer periods of being logged in. For assistance in extending the time frame, please have your System Admin reach out to the Client Support team.

Why am I not seeing a specific dashboard in the drop-down list?

The Dashboards are based on assigned role so if a dashboard has been built for a role that is not assigned to you, it will not be displayed in the drop-down.

Why can I not see a report (within the dashboard element library list) to place on a dashboard?

In order for a report to be available for placement on a dashboard, it must be published within Administration/Reports/Dashboard Elements. When publishing, select all the roles for users that should have access to the report being published.

I saved a report and cannot locate it now. Where did the system place my saved report?

When a report is saved, it will be placed in your Institution folder. If a category was selected or created during the save, then the report will be placed within that category under your Institution folder.

How do I limit who will have access to a report that I saved?

When editing the design of the report, there is a menu for Access Rights. Establish the access rights to be applied to your users based on the role(s) within your organization.

How do I save a filter parameter selection in a report as the default selection moving forward?

Within the report, make the desired filter parameter selections and then choose “Save As”. Once the report is saved, it can be found within your Institution folder under Reporting. This report can also be published in order to be added to a Dashboard, if that is desired.

CallTrax NEXT FAQs

FAQ

We know that understanding your robust CRM solution, CallTrax NEXT, is critical – so when you have a question, we have the answers you need. Check out our Frequently Asked Questions below for insights ranging from extending logout periods, customizing fields, and understanding how data is represented in reports.

Frequently Asked Questions

How do I view and manage my pending tasks?

Click on Work List from the top menu and update the filter as needed to define what tasks will be displayed. Clicking on a record will take you to that task on the Customer Dashboard.

Can I limit access to specific fields and functions for certain users?

Yes, administrators of the system can control access on an individual or group basis through roles. CallTrax NEXT provides four default roles but customized roles can be created based on your institution’s needs.

Does my password expire?

Password requirements and settings are managed within the Administration/Permissions/Users page. If it is enabled, your passwords may require a password change within a certain number of days. Reach out to your system admin to learn of your institution’s CallTrax NEXT password requirements.

Can I combine personal and commercial relationships without impacting the integrity of separate households?

Yes, you can combine these relationships using the Household Linking feature available within Summary Information on the Customer Dashboard.

What types of information can I collect from customer interactions?

You can log phone calls, face to face meetings, emails, letters, referrals, pipelines, alerts and miscellaneous activities.

Can I edit fields?

Activity Log Fields located within the log details can be edited if you are managing the log, but the account, household and individual information brought over during the nightly update cannot be edited.

Can I extend the automatic logout period?

Yes, both the operating system and the intranet server can be adjusted to allow longer periods of being logged in. For assistance in extending the time frame, please have your System Admin reach out to the Client Support team.

Can I customize the information in CallTrax NEXT?

You can define what information the end user can access through the assigned roles. Activity Log Fields can be customized to provide additional information when creating log activity. There is also a free form notes section available within Summary Information on the Customer Dashboard page.

Why do Activity Log Fields remain in the list when marked for deletion??

Since information is tied to an activity log field, marking the field for deletion will remove it from being available within the logs but it is retained in order to retain any past information populated in the field. The same applies to Pipeline Types and Workflows.

Can CallTrax NEXT write back to our Core system?

No, the information in CallTrax NEXT cannot be pushed back to your core system.

How do I add a Campaign Proof to the campaigns in CallTrax NEXT?

They must be added to the campaign created within ExecuTrax which will then be brought over into CallTrax NEXT in the next nightly update.

Why does the Sales report not show a balance for new money?

The Sales report displays funds based on the original balance that is reported. Loan funds will display here, however, deposits typically won’t unless original balances are being brought in on them.

Why is the incentive report showing No Records?

The results for the report are defined by the Summarize By selection. If there are not any incentives built at the level that is chosen in the Summarize By filter parameter, no records will be found for the report. So, for example, if all your incentives are built at the Officer level, if you select Bank in the Summarize By filter, the report will display no records since there are not any incentives built for the Bank level.

How can I get a newly added Manual Item to show up on a Manual Data Entry?

If the Manual Data Entry was added prior to the Manual Item being added, the Manual Data Entry will need to be deleted and recreated.